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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,481 | $92,743+17.0% | $82,744+31.1% | $134,532-19.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.30% | 946.63%-959.9pp | 702.22%-715.5pp | 418.27%-431.6pp |
| Employer contribution / active EE | $5,554 | $3,273+69.7% | $3,008+84.6% | $4,741+17.1% |
| Participant deferral / active EE | $9,457 | $4,802+97.0% | $4,395+115.2% | $6,401+47.7% |
| Admin fee / account holder | $2,363 | $5,977-60.5% | $5,325-55.6% | $11,429-79.3% |